Monday January 22, 2018

News

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'Give It Twice' Trust

Personal Planner

'Give It Twice' Trust
A very popular option for a parent with children is called the "Give It Twice" trust. This is a trust funded when the surviving parent passes away. Part of the estate is transferred outright to children. The balance is placed...
California Mudslide Relief

Washington News

California Mudslide Relief
At 3:30 AM on January 9, an intense rainstorm dropped ½ inch of rain in five minutes just east of Santa Barbara, California. The hillsides north of Montecito had been cleared of most brush and trees by the...
Financial Tips for Retiring Abroad

Savvy Living

Financial Tips for Retiring Abroad
What are some financial factors to consider when retiring abroad? My husband and I will be retiring in a few years and are interested in saving money by moving to a foreign country. Retiring abroad has become a growing trend...
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